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Chalk Talk: January 2016

“When humans estimate the likelihood or frequency of an event, we make that judgement based not on how often the event has actually occurred, but on how vivid the past examples are.” – Benjamin Graham As 2016 kicks off, no doubt you have been barraged with the big headlines, highlighting a 6% first week decline […]
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Chalk Talk: November 2015

“Don’t just do something. Stand there!” – Jack Bogle During periods of market turmoil, we are often asked questions from our clients and acquaintances…  “So what are you doing in client portfolios in response to this crazy market?”   In the world of investments, there are plenty of “tactical” strategies that are designed and sold on […]
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Chalk Talk: August 2015

“It’s not what you don’t know that gets you in trouble. It’s what you know for certain that just ain’t so.” – Mark Twain We’re big believers in the notion that avoiding bad behavior will dictate long term investing success,and that managing behavior during volatile periods can be at once the biggest challenge and the […]
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